Web Dashboard
Getting Started
Mileage Tracking
- How do I change the vehicle on a trip?
- How can I change my mileage rate?
- How Can I Switch Vehicles On My Profile?
- How Can I Add My Starting Odometer
- Delete A Vehicle
- Unmerge Trips
Transactions
- How to Change an Expense Category
- How to Unlink a Card/Bank From Everlance
- How to Set Up Rules for Favorite Transactions
- How to Set Up Automatic Transactions
- View Receipts
- Search / Filter / Delete and Classify Multiple Transactions
Partners
- How to prepare your Everlance data for tax prep with Block Advisors
- Retrieving & Applying Your Everlance + Block Advisors Tax Prep Voucher
- Everlance for Caviar
- Help With DoorDash Promo (iPhone)
- Everlance for TaskRabbit
- Everlance for Doordash
Integrations
Account
- Edit Your Personal Account Information
- Reset Account Password
- Update the Payment Method for your Premium Subscription
- Upgrade to Premium
- Moving Your Apple Subscription to Everlance Web Dashboard From Your PC
- Can I edit the name of a Purpose?
Mileage & Expense Reports
- How to: Get the Total of Each Transaction Category (using Microsoft Excel)
- How to: Export Transactions by Category
- Reporting Everlance Mileage with Tax Software
- Using Everlance with TurboTax
- How to import an Everlance CSV file into Google Sheets
- Why is my Data Export empty?